Compare Union Active Momentum Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹500
₹150
Expense Ratio
3.86
1.6
NAV
₹9.60
₹18.26
Fund Started
28 Nov 2024
04 Oct 2022
Fund Size
₹502.90 Cr
₹1201.66 Cr
Exit Load
1% for redemption within 1 Year
Exit load of 0.50%, if redeemed within 30 days.
1 Year
6.94%
-1.45%
3 Year
-
17.37%
5 Year
-
-
Equity
94.94%
100.02%
Cash
5.00%
-0.02%
Top 10 Holdings
Kirloskar Oil Engines Ltd. | 3.06% |
Bliss GVS Pharma Ltd. | 2.89% |
Syrma SGS Technology Ltd. | 2.88% |
MTAR Technologies Ltd. | 2.82% |
Apar Industries Ltd. | 2.81% |
Laurus Labs Ltd. | 2.74% |
Aeroflex Industries Ltd. | 2.67% |
Bank of Maharashtra | 2.66% |
Bajaj Consumer Care Ltd. | 2.65% |
Ather Energy Ltd. | 2.65% |
Laurus Labs Ltd. | 5.21% |
Multi Commodity Exchange Of India Ltd. | 4.99% |
BSE Ltd. | 4.93% |
GE Vernova T&D India Ltd | 4.85% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.31% |
Bharat Forge Ltd. | 4.21% |
Hitachi Energy India Ltd. | 3.87% |
Polycab India Ltd. | 3.62% |
National Aluminium Company Ltd. | 3.08% |
Name
-
-
Start Date
-
-
Description
The Scheme seeks to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens.
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Launch Date
28 Nov 2024
04 Oct 2022
